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David Gabriel Aballo

Professional Planning Group

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About David Gabriel Aballo

David Aballo is an Investment Advisor Representative with Professional Planning Group. David Aballo is registered with the state of Rhode Island and Texas as an Investment Advisor Representative. David Aballo has been in the industry for 7 years and has an active professional license. David Aballo has a Series 63, Series 7TO, and SIE license. David Aballo is also a Chartered Financial Analyst. David Aballo works at the Westerly, RI office of Professional Planning Group. David Aballo is associated with Professional Planning Group since 2023. David Aballo has also worked at New England Professional Planning Group since 2023, Raymond James Financial Services since 2023, The Washington Trust Company since 2016, University of Rhode Island since 2014 and Van Huesen since 2013. David Aballo provides financial planning services to individuals and businesses. David Aballo also conducts educational seminars.

Firm Information

David Aballo is currently registered with Professional Planning Group. Professional Planning Group, headquartered in Westerly, Rhode Island, is an investment advisory firm providing comprehensive financial planning and portfolio management services to individuals, families, and charitable organizations. The firm has over $1 billion in assets under management and a team of experienced financial advisors dedicated to helping clients achieve their financial goals.
Professional Planning Group

9 GRANITE STREET

WESTERLY, RI 02891

$1.06B

Assets Under Management

Not reported

Total Clients

8

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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David Aballo’s Registration & Firm History

RI

09/29/2023 - Present

Professional Planning Group (WESTERLY RI)

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Licenses & Designations

BC

Issued 12/18/2023

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/04/2023

SIE - Securities Industry Essentials Examination

BC

Issued 12/01/2023

Series 7TO - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for David Gabriel Aballo.
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